Andrew Paul Schweitzer

Current Employers

Employment History

• 12/2007 → Present
  A P Schweitzer Tax Service, Inc
  Cold Spring, KY
• 01/2025 → 09/2025
  Avantax Advisory Services
  Cold Spring, KY
• 12/2007 → Present
  A P Schweitzer Insurance Agency, Inc.
  Cold Spring, KY
• 08/2018 → Present
  A P Schweitzer Investments, Inc.
  Cold Spring, KY
• 09/2007 → Present
  Consolidated Business Services, Inc.
  Cold Spring, KY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-01-21 → 2025-09-05
  Avantax Advisory Services
  Cold Spring, KY
  Dallas, TX

Other Businesses

1)CONSOLIDATED BUSINESS SERVICES INC POSITION: President NATURE: This is a non operating parent company. It is the parent S-corporation set up specifically to facilitate the filing of a consolidated tax return for the 2 daughter operating QSSS entities: A P Schweitzer Tax Service Inc (QSSS) and A P Schweitzer Insurance Agency Inc (QSSS). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2007 ADDRESS: 4135 Alexandria Pike, Ste 205, Cold Spring KY 41076, United States DESCRIPTION: No Responsibilities. Non-operating parent S-corp only. 2)A P SCHWEITZER INVESTMENTS, INC. POSITION: President NATURE: Real Estate Holding Company, although this company currently holds no assets. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/27/2018 ADDRESS: 4135 Alexandria Pike, Ste 205, Cold Spring KY 41076, United States DESCRIPTION: No responsibility, no activities. 3)A P SCHWEITZER INSURANCE AGENCY INC POSITION: President / P & C Agent NATURE: Independent Property & Casualty Insurance Agency. Selling and servicing policies for such carriers as Safeco, Grange, Travelers, Progressive, and others. Quoting and suggesting coverages for insureds. Home, auto, umbrella, commercial and professional liability, workers comp, business property. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/07/2007 ADDRESS: 4135 Alexandria Pike, Ste 205, Cold Spring KY 41076, United States DESCRIPTION: Quoting and suggesting property & casualty coverages for insureds. Selling and services policies. 4)A P SCHWEITZER TAX SERVICE INC POSITION: President / CPA NATURE: Independent certified public accountant offering financial statement preparation, tax compliance, and payroll processing services. INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 125 START DATE: 12/07/2007 ADDRESS: 4135 Alexandria Pike, Ste 205, Cold Spring KY 41076, United States DESCRIPTION: New client prospecting and existing client relationships. Manage staff and oversee productivity. Train tax interns. Also, financial statement preparation and review with client. Prepare tax returns and review with client.

Designations

Other Names

• Andy Paul Schweitzer